Oak Harbor Wealth Partners’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $569K | Buy |
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|
2025
Q2 | $549K | Buy |
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|
2025
Q1 | $487K | Buy |
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|
2024
Q4 | $290K | Sell |
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|
2024
Q3 | $321K | Sell |
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|
2024
Q2 | $289K | Sell |
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|
2024
Q1 | $316K | Hold |
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|
2023
Q4 | $280K | Buy |
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|
2023
Q3 | $257K | Hold |
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|
2023
Q2 | $255K | Hold |
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|
2023
Q1 | $236K | Buy |
|